Blog: How the Japan-Korea Trade War Impacts the World
By restricting exports of key chemical materials to South Korea, Japan has already done irreparable harm to the global electronics…
Renewed Trade Talks Offer Reprieve for Chipmaker
U.S. chip stocks (and spirits) were boosted over the weekend by renewed trade talks between the U.S. and China and…
Foxconn Founder to Focus on Taiwan’s Presidency
Terry Gou has resigned as chairman of the world's biggest electronics manufacturer to stand for election as the president of…
Huawei Ban May Prove to Haunt U.S.
Huawei will be crippled by Trump, but in the long term his actions might end up hurting U.S. component suppliers…
Huawei’s Contingency Plan
Google ceasing to license Android will have little impact on Huawei's domestic business, but it will affect its phone users…
Blog: The Cold War with Huawei
Political theater doesn't accomplish much. Quiet diplomacy might be less satisfying, but it tends to lead to better outcomes.
TSMC to Stick with Huawei
TSMC plans to continue making chips for Huawei even as other companies in the global semiconductor ecosystem are complying with…
Tech Warfare Hurts us All
"The damage done by this outbreak of open technology warfare is likely to be much more serious and long-lasting than…
How the Trade War is Disrupting the Supply Chain
President Trump's tariffs were blunt instruments to force other countries to drop their trade barriers. What if they're permanent?
Will China Blink First?
Tariffs and Trump's executive order have replaced 40 years of economic integration. Vulnerable China could blink first in a trade…